See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,280 | $89,753+153.2% | $107,525+111.4% | $84,808+168.0% |
| Participation rate | 90.4% | 68.1%+22.3pp | 75.1%+15.3pp | 68.3%+22.1pp |
| Annual return | 21.54% | 29.48%-7.9pp | 181.32%-159.8pp | 40.90%-19.4pp |
| Employer contribution / active EE | $12,459 | $3,113+300.2% | $3,754+231.9% | $2,631+373.6% |
| Participant deferral / active EE | $8,757 | $4,056+115.9% | $5,116+71.2% | $4,212+107.9% |
| Admin fee / account holder | $16,016 | $7,222+121.8% | $8,919+79.6% | $7,344+118.1% |